Important update on your products and fees
On 1 July 2019, as a result of the successor fund transfer of the StatePlus Retirement Fund to the First State Superannuation Scheme, new Product Disclosure Statements (PDSs) were issued for the Flexible Income Plan, Tailored Super Plan, Transition to Retirement Pension, Allocated Pension, Term Allocated Pension and Personal Retirement Plan.
Visit stateplus.com.au/pds to view the new PDSs. You can download a copy online or request a free paper copy by calling us on 1800 620 305.
The PDSs dated 1 July 2019 include updated variable components of fees and costs of our products to reflect estimated costs incurred for the 2018-19 financial year. This is because we couldn’t provide actual amounts at the time the PDSs were issued.
We have now calculated the actual fees and costs for the 2018-19 financial year. You can view the latest fees on our website by visiting stateplus.com.au/investments/products, selecting the relevant product, and selecting ‘Fees’ in the table at the bottom of the page. The fees you pay are also shown on your Annual Statement.